Associate - Vancouver, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Vancouver, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Summary

What is this opportunity?:

RBC Dominion Securities is Canada's leading full-service investment and wealth management firm and is backed by Canada's leading financial institution.

We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The RBC Dominion Securities main branch located in downtown Vancouver is seeking an Associate to provide administrative support to a successful Advisory Team.

To provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and advisory teams.

What will you do?:

Help establish meeting agenda; assemble documents, key notes, and discussion points for advisory team; execute postmeeting work
Provide proactive client service with a focus on problem resolution and attention to details and assist with client onboarding.
Respond to general client inquiries (account transactions, requests for tax receipts, account reporting, etc.) and ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements (account opening, KYC updates, reorgs, FATCA, W8-BEN, etc.)
Support advisory team and client through the wealth management process. Help gather relevant info, documents, and questionnaires.
Manage all tax communication / work with clients and accountants.
Support advisory team with marketing material and social media updates
Coordinate activities with wealth management and insurance specialists and inbranch consultants: schedule, track progress, follow up.

What do you need to succeed?:

Must Have:

Canadian Securities Course (CSC), Conduct & Practices Handbook CPH, and 30day training (i.e., holds Investment Representative license with IIROC)
or willing to obtain within 12 months of employment
Strong organizational and communication skills
Comfortable using Microsoft Word, Excel, Outlook, and WebEx

Nice to Have:

2 to 4 years of administrative experience preferably in wealth management, banking or insurance
Bilingual in Cantonese/Mandarin

What's in it for you?:

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.

We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and highperforming team
Opportunities to do challenging work
Opportunities to building close relationships with clients

This position may be eligible to receive a discretionary/variable incentive payment.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC's high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value

Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Interpersonal Relationships, Investment Risk Management, Problem Solving

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055

GEORGIA ST W:

VANCOUVER

City:

VANCOUVER

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion
and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth.

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

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